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Salesforce opened fiscal 2026 with $9.8 billion of first-quarter revenue, up 8%, and raised the top of its full-year forecast by $400 million, a day after agreeing to buy Informatica.

Salesforce's fiscal second-quarter revenue rose 10% to $10.2 billion and it added $20 billion to its buyback, but a soft third-quarter outlook sent the stock down 4% after hours.